Cross Keys Bank Fall 2015 Newsletter

The best time to plant a tree was 20 years ago. The second best time is now.

Tips for Preparing for the Beginning of Your Retirement

• Fill your calendar the first few months of your retirement before you get there to help make the transition much easier. • Relationships in retirement are important. Consider joining social groups or clubs that will allow you to replace the important work relationships you’ll leave behind. • Set goals for your retirement to give you the added motivation to get up in the morning and help you look forward to things in the future. • Take the time to think about your fears in retirement and develop a plan to mitigate them. This will help you reduce your anxiety when retirement comes.

Whether you are considering investing for the first time or looking to improve your existing portfolio now could be the time to start growing your wealth. In today’s global investment marketplace comprehensive, competitive products and services are needed for investors tomeet their financial goals. Cross Keys Investment Services has formed a partnership with INVEST Financial Corporation providing access to a wide variety of investment products and services. Services and Products Include: Stocks & Bonds • Individual Retirement Accounts Tax Advantaged Investments • Business Retirement Plans • Mutual Funds Retirement Planning • Annuities • Education Planning & 529 Plans • Insurance Products Professional Asset Management • Financial & Estate Planning

Have you seen our updated site?

To learn more contact: Mauri Turner Investment Advisor 318.361.3136 mauri.turner@investfinancial.com

Mauri Turner

Our recently updated website is loaded with useful information and makes online banking easier than ever to access and navigate. We hope you’ll take a moment to visit crosskeysbank.com and let us know what you think. Please contact us if you have any questions. We are here to help.

Located in Cross Keys Bank Building: 1401 Hudson Lane, Suite 100, Monroe, LA 71201

Registered Representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Cross Keys Investment Services or Cross Keys Bank. INVEST does not provide tax or legal advice. Products are: Not FDIC or NCUA insured • Not Bank or Credit Union Guaranteed • May lose value including loss of principal.